Keystone Financial Group (Kentucky)’s T. Rowe Price Capital Appreciation Premium Income ETF TCAL Stock Holding History

Keystone Financial Group (Kentucky)’s Portfolio TCAL Stock Details TCAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Buy	+14,257	New	+$335K	0.02%	386
2025 Q4	–	Sell	-20,000	Closed	-$488K	–	487
2025 Q3	$488K	Buy	+20,000	New	+$492K	0.04%	239

Other funds holding TCAL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CFG

CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s TCAL Position: Q1 2026 in Review

Keystone Financial Group (Kentucky) opened a new position in T. Rowe Price Capital Appreciation Premium Income ETF (TCAL) in Q1 2026: 14,257 shares worth $319K. The stake represents 0.02% of the portfolio and ranks #386 among its holdings. This is a return to the name: Keystone Financial Group (Kentucky) previously reported a position in TCAL as recently as Q3 2025.

Keystone Financial Group (Kentucky) first reported a position in TCAL in Q3 2025 and has held it in 2 quarters since. The position peaked at $488K in Q3 2025. 63 funds tracked by Wall St. Rank hold TCAL as of Q1 2026.

Keystone Financial Group (Kentucky) held 14,257 shares of T. Rowe Price Capital Appreciation Premium Income ETF worth $319K as of Q1 2026.
T. Rowe Price Capital Appreciation Premium Income ETF was a new Keystone Financial Group (Kentucky) position in Q1 2026.
T. Rowe Price Capital Appreciation Premium Income ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q1 2026, its #386 holding.
Keystone Financial Group (Kentucky) first reported a position in T. Rowe Price Capital Appreciation Premium Income ETF in Q3 2025 and has held it in 2 quarters since.
Keystone Financial Group (Kentucky)'s T. Rowe Price Capital Appreciation Premium Income ETF position peaked at $488K in Q3 2025.
63 funds tracked by Wall St. Rank held T. Rowe Price Capital Appreciation Premium Income ETF as of Q1 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2026, filed 13 May 2026.